Xponential Fitness, Inc. - XPOF
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Voss Capital, LP | History | Added to | 6,795,956 | 47,028 | 2.18% | 2.06% | 1 | +337,303 | 5.22% | Q2 2026 | Aug 14, 2026 |
| Shay Capital LLC | History | Added to | 2,694,483 | 18,645 | 1.2% | 0.58% | 2 | +1,540,932 | 133.58% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 2,436,664 | 16,861 | 0.0% | 0.0% | 3 | +650,964 | 36.45% | Q2 2026 | Aug 07, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 1,954,304 | 13,523 | 0.01% | 0.01% | 4 | +158,182 | 8.81% | Q2 2026 | Aug 14, 2026 |
| Fund 1 Investments, LLC | History | New | 1,808,068 | 12,511 | 2.07% | — | 5 | +1,808,068 | New | Q2 2026 | Aug 14, 2026 |
| Kanen Wealth Management LLC | History | Added to | 1,702,669 | 11,795 | 2.86% | 1.83% | 6 | +856,747 | 101.28% | Q2 2026 | Aug 13, 2026 |
| MSD Partners, L.P. | History | No change | 1,655,390 | 11,455 | 14.92% | 12.1% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 1,456,448 | 10,078 | 0.0% | 0.0% | 8 | +291,076 | 24.98% | Q2 2026 | Aug 13, 2026 |
| Hudson Bay Capital Management LP | History | No change | 1,250,000 | 8,650 | 0.02% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GRIZZLYROCK CAPITAL, LLC | History | Added to | 1,171,622 | 8,107 | 5.67% | 4.74% | 10 | +177,042 | 17.8% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 861,915 | 5,965 | 0.0% | 0.0% | 11 | +207,777 | 31.76% | Q2 2026 | Aug 12, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | Added to | 847,923 | 5,867 | 0.43% | 0.25% | 12 | +247,923 | 41.32% | Q2 2026 | Aug 07, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 648,679 | 4,488 | 0.01% | 0.01% | 13 | +97,711 | 17.73% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Added to | 631,446 | 4,369 | 0.0% | 0.0% | 14 | +65,708 | 11.61% | Q2 2026 | Sep 22, 2026 |
| CenterBook Partners LP | History | Reduced | 627,951 | 4,345 | 0.21% | 0.3% | 15 | -288,691 | -31.49% | Q2 2026 | Aug 11, 2026 |
| Solel Partners LP | History | Reduced | 485,300 | 3,358 | 0.57% | 1.6% | 16 | -759,700 | -61.02% | Q2 2026 | Aug 14, 2026 |
| CASPIAN CAPITAL LP | History | No change | 450,355 | 3,116 | 1.77% | 2.64% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Luxor Capital Group, LP | History | Reduced | 431,725 | 2,987 | 0.12% | 0.26% | 18 | -177,550 | -29.14% | Q2 2026 | Aug 14, 2026 |
| CastleKnight Management LP | History | No change | 381,500 | 2,639 | 0.04% | 0.04% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 377,971 | 2,615 | 0.0% | 0.0% | 20 | +112,871 | 42.58% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 362,409 | 2,507 | 0.0% | 0.0% | 21 | +88,925 | 32.52% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 339,721 | 2,429 | 0.0% | 0.0% | 22 | +3,790 | 1.13% | Q2 2026 | Aug 12, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 339,501 | 2,349 | 0.2% | 0.2% | 23 | -499 | -0.15% | Q2 2026 | Aug 07, 2026 |
| CIBC Bancorp USA Inc. | History | Added to | 326,970 | 2,262 | 0.0% | 0.0% | 24 | +571 | 0.17% | Q2 2026 | Aug 13, 2026 |
| MUFG Securities EMEA plc | History | No change | 300,000 | 2,076 | 0.02% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 297,047 | 2,055 | 0.0% | 0.0% | 26 | +78,289 | 35.79% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 278,923 | 1,930 | 0.0% | 0.0% | 27 | +191,155 | 217.8% | Q2 2026 | Sep 02, 2026 |
| NORTHERN TRUST CORP | History | Added to | 277,454 | 1,919 | 0.0% | 0.0% | 28 | +70,249 | 33.9% | Q2 2026 | Aug 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 250,000 | 1,730 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 233,204 | 1,613 | 0.0% | 0.0% | 30 | +45,970 | 24.55% | Q2 2026 | Aug 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 265,979 | 1,601 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Atairos Group, Inc. | History | No change | 225,550 | 1,560 | 0.09% | 0.11% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 196,348 | 1,358 | 0.0% | 0.0% | 33 | +127,740 | 186.19% | Q2 2026 | Aug 13, 2026 |
| ABS Investment Management LLC | History | New | 193,730 | 1,340 | 0.84% | — | 34 | +193,730 | New | Q2 2026 | Aug 14, 2026 |
| ABS Direct Equity Fund LLC | History | No change | 180,000 | 1,083 | 0.83% | 0.83% | 35 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ING GROEP NV | History | No change | 150,000 | 1,038 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rock Creek Group LLC | History | No change | 150,000 | 1,038 | 0.1% | 0.09% | 37 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Nuveen, LLC | History | Added to | 141,513 | 979 | 0.0% | 0.0% | 38 | +55,979 | 65.45% | Q2 2026 | Aug 11, 2026 |
| AREX Capital Management, LP | History | No change | 150,000 | 903 | 1.49% | 1.49% | 39 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 125,000 | 865 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diametric Capital, LP | History | Reduced | 119,851 | 829 | 0.09% | 0.47% | 41 | -182,469 | -60.36% | Q2 2026 | Aug 14, 2026 |
| DBA TRADING, LLC | History | No change | 132,877 | 799 | 0.4% | 0.4% | 42 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bank of New York Mellon Corp | History | Added to | 103,030 | 712 | 0.0% | 0.0% | 43 | +19,242 | 22.97% | Q2 2026 | Aug 06, 2026 |
| Rangeley Capital, LLC | History | New | 97,485 | 674 | 0.62% | — | 44 | +97,485 | New | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 89,652 | 620 | 0.0% | 0.0% | 45 | +60,384 | 206.31% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 84,000 | 581 | 0.0% | 0.0% | 46 | +30,000 | 55.56% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 75,284 | 520 | 0.0% | 0.0% | 47 | -60,608 | -44.6% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 71,834 | 497 | 0.0% | 0.0% | 48 | +49,309 | 218.91% | Q2 2026 | Aug 03, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 60,000 | 415 | 0.01% | 0.0% | 49 | +25,000 | 71.43% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | New | 57,297 | 396 | 0.0% | — | 50 | +57,297 | New | Q2 2026 | Jul 22, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 54,427 | 376 | 0.0% | 0.0% | 51 | -7,415 | -11.99% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 54,146 | 374 | 0.0% | 0.0% | 52 | -115,339 | -68.05% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 51,225 | 354 | 0.0% | 0.0% | 53 | -41,824 | -44.95% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 48,627 | 336 | 0.0% | 0.0% | 54 | -266,810 | -84.58% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Added to | 47,820 | 330 | 0.0% | 0.0% | 55 | +568 | 1.2% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 46,070 | 277 | 0.0% | 0.0% | 56 | +5,400 | 13.28% | Q2 2026 | Aug 14, 2026 |
| OMERS ADMINISTRATION Corp | History | New | 40,000 | 276 | 0.0% | — | 57 | +40,000 | New | Q2 2026 | Aug 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 39,400 | 272 | 0.0% | 0.0% | 58 | -17,872 | -31.21% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 39,073 | 270 | 0.0% | 0.0% | 59 | +15,176 | 63.51% | Q2 2026 | Aug 07, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 37,326 | 258 | 0.0% | 0.0% | 60 | +6,196 | 19.9% | Q2 2026 | Aug 11, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 35,535 | 245 | 0.0% | — | 61 | +35,535 | New | Q2 2026 | Jul 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 35,200 | 243 | 0.0% | 0.0% | 62 | -29,490 | -45.59% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 33,380 | 230 | 0.0% | 0.0% | 63 | -2,089 | -5.89% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 33,055 | 228 | 0.0% | 0.0% | 64 | +22,470 | 212.28% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 31,048 | 214 | 0.0% | 0.0% | 65 | -9,152 | -22.77% | Q2 2026 | Aug 14, 2026 |
| Willis Investment Counsel | History | New | 30,000 | 207 | 0.01% | — | 67 | +30,000 | New | Q2 2026 | Aug 03, 2026 |
| Quantbot Technologies LP | History | New | 29,956 | 207 | 0.01% | — | 68 | +29,956 | New | Q2 2026 | Aug 12, 2026 |
| RWWM, Inc. | History | No change | 30,000 | 207 | 0.02% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 29,290 | 203 | 0.0% | 0.0% | 69 | +11,332 | 63.1% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 28,820 | 199 | 0.0% | 0.0% | 70 | +14,280 | 98.21% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | Added to | 27,800 | 192 | 0.0% | 0.0% | 71 | +15,140 | 119.59% | Q2 2026 | Aug 06, 2026 |
| SEI INVESTMENTS CO | History | No change | 22,777 | 157 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | New | 19,237 | 133 | 0.0% | — | 73 | +19,237 | New | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 16,433 | 113 | 0.0% | 0.0% | 74 | +3,360 | 25.7% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 16,298 | 112 | 0.0% | 0.0% | 75 | +4,798 | 41.72% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Reduced | 15,989 | 110 | 0.0% | 0.0% | 76 | -51,541 | -76.32% | Q2 2026 | Aug 07, 2026 |
| Graham Capital Management, L.P. | History | New | 15,124 | 104 | 0.0% | — | 77 | +15,124 | New | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 13,368 | 92 | 0.0% | 0.0% | 78 | -19,044 | -58.76% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 11,996 | 83 | 0.0% | 0.0% | 79 | -70,706 | -85.49% | Q2 2026 | Aug 14, 2026 |
| Fisher Asset Management, LLC | History | New | 11,958 | 82 | 0.0% | — | 80 | +11,958 | New | Q2 2026 | Aug 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 11,331 | 78 | 0.0% | — | 81 | +11,331 | New | Q2 2026 | Aug 19, 2026 |
| State of Alaska, Department of Revenue | History | No change | 10,351 | 71 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 10,229 | 70 | 0.0% | — | 83 | +10,229 | New | Q2 2026 | Sep 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 8,696 | 60 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 8,587 | 59 | 0.0% | 0.0% | 85 | +5,608 | 188.25% | Q2 2026 | Aug 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 8,099 | 56 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 6,199 | 42 | 0.0% | 0.0% | 87 | +258 | 4.34% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | New | 5,000 | 34 | 0.0% | — | 88 | +5,000 | New | Q2 2026 | Aug 14, 2026 |
| Persistent Asset Partners Ltd | History | New | 4,104 | 28 | 0.01% | — | 89 | +4,104 | New | Q2 2026 | Aug 06, 2026 |
| Legal & General Group Plc | History | Added to | 3,478 | 24 | 0.0% | 0.0% | 90 | +981 | 39.29% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 3,239 | 22 | 0.0% | 0.0% | 91 | +1,198 | 58.7% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 3,250 | 22 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 3,102 | 18 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Asset Planning,Inc | History | Reduced | 2,280 | 15 | 0.01% | 0.02% | 94 | -3,000 | -56.82% | Q2 2026 | Jul 27, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,116 | 14 | 0.0% | 0.0% | 95 | -30 | -1.4% | Q2 2026 | Aug 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 1,897 | 13 | 0.0% | 0.0% | 97 | +1,709 | 909.04% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,894 | 13 | 0.0% | 0.0% | 96 | +475 | 33.47% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 1,718 | 11 | 0.0% | 0.0% | 98 | +1,001 | 139.61% | Q2 2026 | Aug 13, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1,600 | 11 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,440 | 9 | 0.0% | 0.0% | 100 | +1,059 | 277.95% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | New | 800 | 5 | 0.0% | — | 102 | +800 | New | Q2 2026 | Aug 10, 2026 |
| BESSEMER GROUP INC | History | Reduced | 676 | 5 | 0.0% | 0.0% | 101 | -9 | -1.31% | Q2 2026 | Aug 12, 2026 |
| Quarry LP | History | New | 504 | 3 | 0.0% | — | 103 | +504 | New | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 390 | 2 | 0.0% | 0.0% | 106 | -1,097 | -73.77% | Q2 2026 | Aug 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 402 | 2 | 0.0% | 0.0% | 104 | -400 | -49.88% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 348 | 2 | 0.0% | — | 107 | +348 | New | Q2 2026 | Aug 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 250 | 2 | 0.0% | 0.0% | 105 | -131 | -34.38% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 282 | 1 | 0.0% | — | 108 | +187 | 196.84% | Q2 2026 | Aug 05, 2026 |
| Fortitude Family Office, LLC | History | New | 157 | 1 | 0.0% | — | 111 | +157 | New | Q2 2026 | Jul 20, 2026 |
| Versant Capital Management, Inc | History | New | 149 | 1 | 0.0% | — | 110 | +149 | New | Q2 2026 | Jul 02, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 209 | 1 | 0.0% | 0.0% | 109 | -20 | -8.73% | Q2 2026 | Jul 22, 2026 |
| Citizens Business Bank | History | Closed out | 0 | 0 | — | 1.97% | — | -2,000,000 | -100.0% | Q2 2026 | Aug 03, 2026 |
| CLARK ESTATES INC/NY | History | Closed out | 0 | 0 | — | 0.21% | — | -144,736 | -100.0% | Q2 2026 | Aug 05, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -70,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -53,289 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SkyView Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -44,080 | -100.0% | Q2 2026 | Sep 14, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42,200 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -37,251 | -100.0% | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,648 | -100.0% | Q2 2026 | Aug 06, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -17,123 | -100.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -3,500 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Essential Partners LLC | History | Reduced | 19 | 0 | — | 0.0% | — | -1,456 | -98.71% | Q2 2026 | Aug 10, 2026 |
| Optiver Holding B.V. | History | Reduced | 4 | 0 | — | 0.0% | — | -264 | -98.51% | Q2 2026 | Aug 12, 2026 |
| LRI Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 125 | 0 | — | 0.0% | — | -54 | -30.17% | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | Reduced | 6 | 0 | — | — | — | -46 | -88.46% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Reduced | 136 | 0 | — | 0.0% | — | -39 | -22.29% | Q2 2026 | Jul 07, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -33 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Covestor Ltd | History | Added to | 39 | 0 | — | — | — | +28 | 254.55% | Q2 2026 | Aug 07, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q2 2026 | Jul 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 21 | 0 | — | — | — | +11 | 110.0% | Q2 2026 | Aug 07, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 8 | 0 | — | — | — | -11 | -57.89% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 54 | 0 | — | — | — | -9 | -14.29% | Q2 2026 | Jul 24, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Jul 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 62 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Investors Portfolio Services LLC | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |